-68.3%
ZM vs RPRX
+72.5%
-140.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | +0.4% |
| 7D | -2.7% | -8.0% | +5.3% | +0.3% |
| 30D | -10.0% | +2.1% | -12.1% | -10.7% |
| 3M | +1.6% | +8.2% | -6.6% | -1.7% |
| 6M | +25.0% | +28.9% | -3.9% | +12.6% |
| YTD | +10.6% | +54.1% | -43.5% | -7.5% |
| 1Y | +14.0% | +65.5% | -51.6% | -8.1% |
| 3Y | +32.5% | +117.3% | -84.8% | -7.7% |
| 5Y | -68.3% | +71.6% | -139.9% | -73.7% |
| All | -68.3% | +72.5% | -140.8% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RPRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling